Andrew Russell CFP, Managing Partner of Dean Russell Roland was quoted in the New York Times on Saturday August 8th 2015 saying "Tax Planning Isn't Just For The Rich". He was asked to help with a story on how to extend savings without…
Marc Roland, CPA, CFP, Managing Partner of Dean Russell Roland was recently quoted in the 2015 January/February AARP Bulletin. Jane Bryant Quinn, personal finance expert and author of Making the Most of Your Money NOW, in her article, Kids and…
We are pleased to announce that Mary Dean, Marc Roland, and Andrew Russell of Dean Roland Russell were recently selected as 2015 Five Star Wealth Managers awarded by Five Star Professional and published in San Diego Magazine (January 2015). This is the…
Marc Roland, CPA, CFP of Dean Roland Russell was recently quoted in the Wall Street Journal. Brett Arends did a wonderful job explaining the role of alternative investments in portfolios. We, as asset allocators, typically use alternative assets as diversifiers to…
Andrew Russell CFP, was asked to help with a story in Money (Magazine/ Online content), on the cost of having children. The idea for the story was triggered by a study done by the USDA that projects a child born in 2013…
Marc Roland, CPA, CFP was recently asked to help with a story for Money's "Ask the Expert" by Donna Rosato regarding when spouses have different risk tolerances. Because it is not unusual that spouses can have very different perspectives on…